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Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration

Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration

January 24, 2023

Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration January 24, 2023 | Phoenix American Phoenix American is pleased to announce its new client partnership with real estate investment fund sponsor Wander. Phoenix American will fulfill the transfer agent, fund accounting and back-office operational needs of Wander with the company’s …

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Altigo 2022 Year in Review

January 24, 2023

Altigo 2022 Year in Review January 24, 2023 | Altigo With lingering economic uncertainty continuing to shake up client portfolios, more and more firms are embracing straight-through processing technology—and choosing Altigo to streamline their alts business. In 2022, Altigo reached new milestones in adoption and volume, reflecting a snowballing network effect that continues to take hold …

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Marketing Intent: Participating And Planning

January 23, 2023

Marketing Intent: Participating And Planning January 20, 2023 | Marketing Intent HOW GREAT DOES IT FEEL TO BE ASKED TO PARTICIPATE IN A TASK FORCE TO PLAN AN INDUSTRY CONFERENCE? PRETTY DARN GREAT. Planning the Summit Conference That’s how Cherie felt when Stacy Chitty from Blue Vault, asked her to participate in the task force …

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3 Ways To Improve Your Website

December 29, 2022

3 Ways To Improve Your Website December 29, 2022 | Marketing Intent Does your website provide a compelling journey for financial advisors, or is it a confusing maze of information? If you haven’t positioned your website as the start of your client journey, you’re missing out on a key engagement tool. BELOW WE’LL DISCUSS THREE …

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Q3 2022 Insight: Blackstone Real Estate Income Trust Outstanding Common Shares

December 20, 2022

Over 52% of Blackstone REIT’s common shares outstanding are in Class I, the class designed with high net worth investors and institutional investors in mind. These shares have no selling commissions and a $1.0 million minimum investment, although broker dealers can lower the minimum at their discretion.

Maximize Your LinkedIn Potential

December 11, 2022

Maximize Your LinkedIn Potential December 12, 2022 | Marketing Intent What’s one of the first things people do when they meet you or see one of your posts on LinkedIn? They check out your LinkedIn profile. PLAN TO USE LINKEDIN TO ITS MAXIMUM POTENTIAL TO SHOW YOUR CREDIBILITY AND GAIN TRUST WITH PROSPECTS AND CLIENTS.   …

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Phoenix American Onboards New Automated Parking System Fund Sponsor Parking Vault for Fund Administration

December 8, 2022

Phoenix American Onboards New Automated Parking System Fund Sponsor Parking Vault for Fund Administration December 8, 2022 | Phoenix American Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory Trust (DST) fund sponsor Parking Vault for fund administration. Phoenix American will support Parking Vault with its industry-leading investor relations …

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Newbridge Selects Altigo for Enterprise Alts Solution

December 7, 2022

Newbridge Selects Altigo for Enterprise Alts Solution December 7, 2022 | Altigo Newbridge Securities Corporation (“Newbridge”), a full-service brokerage and investment banking firm based in Boca Raton, Fla., has selected Altigo as its one-stop technology solution that all its affiliated registered representatives and advisors will use when allocating to alternatives (“Alts“). In choosing Altigo’s straight-through …

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Donovan Ventures Selects Alternative Investment Exchange (AIX) to Power its Oil & Gas Private Equity Investment Offering

December 7, 2022

Donovan Ventures Selects Alternative Investment Exchange (AIX) to Power its Oil & Gas Private Equity Investment Offering December 1, 2022 | Alternative Investment Exchange (AIX) Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, welcomes Donovan Ventures (“Donovan”) to its technology and retail advisor platform. Donovan selected AIX …

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Vestech Selects Altigo to Power its Alts Program

November 30, 2022

Vestech Selects Altigo to Power its Alts Program November 30, 2022 | Altigo Vestech Securities, a full-service brokerage based in St. Louis, Mo., has selected Altigo as its one-stop technology solution to streamline and de-risk its alternative investment program. The partnership comes amid a concerted effort by the broker-dealer to significantly expand its rep base, …

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ADISA Publishes A Guide to DST 1031 Best Practices (2022)

November 30, 2022

ADISA Publishes A Guide to DST 1031 Best Practices (2022) November 30, 2022 | ADISA ADISA, the nation’s largest trade association for the alternative and direct investment space, announced today the publication of A Guide to DST 1031 Best Practices (2022), a manual designed to highlight certain best practices related to Delaware statutory trusts (DSTs), which are …

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Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform

November 23, 2022

Urban Catalyst Funds Joins the Alternative Investment Exchange (AIX) Platform November 22, 2022 | Alternative Investment Exchange Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, welcomes Urban Catalyst Funds to the AIX platform. The team at Urban Catalyst Funds selected AIX to help make investing in its …

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CAIS: Performance Dispersion in Alternative Asset Classes

November 18, 2022

CAIS: Performance Dispersion in Alternative Asset Classes November 18, 2022 | Andrew Snyder, Linge Sun, & Nicholas Reade | CAIS When an advisor is deciding whether to include an alternative asset class in their client portfolios, they typically compare performance at an index level. Yet, when their process moves from portfolio construction to actual implementation, …

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Alternative Investments: Why Now is the Time

November 9, 2022

Alternative Investments: Why Now is the Time November 9, 2022 | Marketing Intent As market volatility persists, alternative investments have been the subject of increased news coverage and surveys, with headlines ranging from surging alts demand by financial advisors to young and wealthy investors flocking to alternatives. For good reason. Alternative investments have historically provided …

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Altigo Adds 46 New Sponsors to the Platform in 2022

November 9, 2022

Altigo Adds 46 New Sponsors to the Platform in 2022 November 9, 2022 | Altigo Altigo continues to add well-known asset managers to its industry-leading electronic subscription platform for alternative investments. In fact, 2022 has seen the most sponsors sign with Altigo in a single year—46 to date—with more waiting in the wings in the remainder …

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iCapital’s Amoroso on Markets Post-Fed, Strategy (Video)

November 8, 2022

iCapital’s Amoroso on Markets Post-Fed, Strategy (Video) November 2, 2022 | Bloomberg: Daybreak-Australia Anastasia Amoroso, Chief Investment Strategist at iCapital, discusses the market reaction to the latest rate decision from the Federal Reserve and her investment strategy. She speaks in “Bloomberg Daybreak: Australia” with Haidi Stroud-Watts and Kathleen Hays. Watch Video  

Phoenix American Onboards New Client – Real Estate Fund Sponsor Leitbox Storage Partners for Fund Administration

November 3, 2022

Phoenix American Onboards New Client – Real Estate Fund Sponsor Leitbox Storage Partners for Fund Administration November 3, 2022 | Phoenix American   Phoenix American Financial Services (Phoenix American) is pleased to announce the onboarding of real estate fund sponsor Leitbox Storage Partners (Leitbox) for fund administration. Phoenix American will support Leitbox Portfolio Partners with …

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Technology Gains and a Growing Market Bring New Importance to Alts

October 27, 2022

Technology Gains and a Growing Market Bring New Importance to Alts October 24, 2022 | John Rickman | Altigo The following interview with Altigo co-founder Mat Dellorso first appeared in the September 2022 issue of Real Assets Advisor. In this interview, Mat shares his belief that alternative investments could comprise a bigger part of every …

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Marketing Intent: Optimizing Your LinkedIn Profile

October 25, 2022

Marketing Intent: Optimizing Your LinkedIn Profile October 25, 2022 | Marketing Intent You may have noticed that we at Marketing Intent have been using LinkedIn a lot more to stay in front of our target audiences, as well as our clients. LinkedIn can be a really powerful connection tool. HOW DO YOU OPTIMIZE YOUR LINKEDIN …

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The Importance Of Communication

October 18, 2022

The Importance Of Communication October 18, 2022 | Marketing Intent Everybody understands the importance of communication in projects, in your day-to-day, in work life and in everything that you do. But sometimes the effectiveness of our communication gets lost in the shuffle. LET’S TALK ABOUT HOW TO EMPHASIZE OPEN COMMUNICATION WITH CLIENTS. Focusing on Communication …

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Infinity Financial Deploys on the Alternative Investment Exchange (AIX) Platform

October 11, 2022

Infinity Financial Deploys on the Alternative Investment Exchange (AIX) Platform October 11, 2022 | AIX Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, announced that Infinity Financial Services (“Infinity”) is now live on AIX’s alternative investment platform. As an independent broker dealer dedicated to building a robust …

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Peachtree Joins the Alternative Investment Exchange Platform

October 6, 2022

Peachtree Joins the Alternative Investment Exchange Platform October 6, 2022 | AIX Peachtree Hotel Group (“Peachtree”) has selected the Alternative Investment Exchange’s AIX Platform as the primary electronic platform provider to streamline the investment processes for its independent broker-dealer and registered investment advisor partners. This enterprise technology allows Peachtree to confirm its client’s product structures, …

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CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations

October 4, 2022

CAIS Hires Advisor I/O’s Alex Cavalieri as Director of Marketing Operations October 4, 2022 | Diana Britton | WealthManagement.com Alex Cavalieri, the co-founder and former head of strategy at Advisor I/O (formerly Seven Group), has left the financial advisor marketing platform to join CAIS, as director of marketing operations. Cavalieri is best known for building …

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Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

October 4, 2022

Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally October 4, 2022 | iCapital® Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries to provide wealth …

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Gregory De Jong, CFP, Co-Founder of Paragon Advisors, LLC.
July 7, 2015

Blue Vault is just what advisors need to size up the different offerings in the nontraded REIT market. Just as importantly, it’s what the industry needs to encourage best practices among REITs.